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AI Memory & HBM

High-bandwidth memory sits beside the processor in an AI accelerator and feeds it data fast enough to keep the compute busy. Supply is concentrated among a few memory makers, which makes the group a tight bottleneck on AI build-out.

12 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1351	PWP Precedent Wealth Partners Houston, Texas	$15.3M	+$1.08M	2	2.55%	Increased
1352	CIC Chase Investment Counsel Charlottesville, Virginia	$15.3M	+$1.03M	2	3.23%	Increased
1353	WIM WealthPlan Investment Management Omaha, Nebraska	$15.3M	-$1.47M	2	0.76%	Reduced
1354	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$15.3M	-$2.54M	2	2.36%	Reduced
1355	WIS Wright Investors Service Shelton, Connecticut	$15.3M	+$4.58M	2	4.18%	Increased
1356	Choate Investment Advisors Boston, Massachusetts	$15.3M	+$2.32M	3	0.27%	Increased
1357	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$15.3M	-$666K	2	2.25%	Reduced
1358	LTAS Linden Thomas Advisory Services Charlotte, North Carolina	$15.2M	-$3.64M	3	1.23%	Reduced
1359	FFP FourThought Financial Partners Venice, Florida	$15.2M	-$405K	4	1.17%	Reduced
1360	3IP 3Chopt Investment Partners Richmond, Virginia	$15.2M	+$915K	3	2.85%	Increased
1361	BC Birchview Capital Burlington, Vermont	$15.2M	-$304K	1	7.09%	Reduced
1362	CAM Crown Advisors Management Larkspur, California	$15.2M	-$4.55M	1	8.33%	Reduced
1363	Vanguard Capital Wealth Advisors Denver, Colorado	$15.1M	-$368K	3	10.26%	Reduced
1364	Peregrine Capital Management Minneapolis, Minnesota	$15.1M	-$4.87M	1	0.49%	Reduced
1365	CCA Checchi Capital Advisers Beverly Hills, California	$15.1M	+$1.66M	3	0.68%	Increased
1366	ACA Atlas Capital Advisors Jackson, Wyoming	$15.1M	-$5.09M	3	1.65%	Reduced
1367	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$15.1M	-$1.29M	1	0.81%	Reduced
1368	AI AXS Investments Port Chester, New York	$15.1M	+$1.44M	2	4.27%	Increased
1369	AIA Affinity Investment Advisors Newport Beach, California	$15M	-$4.28M	2	7.59%	Reduced
1370	CWA Consilium Wealth Advisory Richardson, Texas	$14.9M	+$229K	3	4.44%	Increased
1371	FG Formula Growth Montreal, Quebec, Canada	$14.9M	-$6.06M	2	5.26%	Reduced
1372	OWM Orca Wealth Management New Port Richey, Florida	$14.9M	-$60K	1	8.96%	Reduced
1373	SFS Strategic Financial Services Utica, New York	$14.9M	-$822K	1	0.65%	Reduced
1374	GIC Generali Investments CEE Prague, Czech Republic	$14.9M	+$2.13M	3	0.71%	Increased
1375	DF Dedeker Financial St. Louis Park, Minnesota	$14.8M	+$1.92M	2	8.43%	Increased